Elizabeth Chandler is a financial advisor at William Blair with one year of industry experience. She holds the Series 66 designation. Prior to joining William Blair, she worked at Deloitte and Wake Forest University. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Karen Eames is a financial advisor at William Blair with a Series 66 designation and 10 years of industry experience. She has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across equities, fixed income, and alternative strategies, supporting proprietary models and access to private funds and co-investment opportunities.

Michele McMahon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Michele is involved as a referee for youth basketball and volleyball games with the Catholic Youth Organization and operates a scoreboard at University of San Francisco athletic events. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Julie Burrows is a financial advisor at William Blair with 14 years of industry experience. She has been with William Blair since 2015 and has operated Orangemosaic LLC, a marketing communications business, since 2002. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary model portfolios and private investment opportunities.

Paul Wehner is a financial advisor at William Blair with 14 years of industry experience. He has held roles at multiple firms, including Kingswood Capital Partners, Schechter Investment Advisors, and Coe Capital Management. He is licensed with Series 63 and Series 65 designations. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies and provides proprietary models and access to private funds through its affiliated programs.

Kirsten Olsen is a financial advisor at William Blair with 12 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining William Blair in 2024, she worked at Dalkeith Group, LLC, The Rondout Group, and also operates Springbank Advisory LLC, a consulting business. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Maxwell Badgley is a financial advisor at William Blair with one year of industry experience. He holds a Series 66 designation and previously spent 20 years at McKinley Capital Management / Denali Advisors. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Michael Sarazen is a financial advisor at William Blair with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Julia Kane is a financial advisor at William Blair with five years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Brown Brothers Harriman and Sei Investments. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Anil Daka is a financial advisor with William Blair in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with William Blair since 2011. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

Jennifer Santucci is a financial advisor at William Blair with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1988. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternatives, and provides proprietary models and access to private funds and co-investment opportunities.

Joshua Walshe is a CFA® charterholder with 23 years of experience in the financial industry. He has been with William Blair since 2018 and previously worked at First Command Advisory Services and First Command Financial Planning, Inc. His career also includes a brief period at Huber Financial Advisors, LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, using an active, research-driven approach across multiple asset classes.

Michael Pezzuto is a CFP® with 17 years of industry experience, currently serving as a financial advisor at William Blair since 2013. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Alexander Scull is a financial advisor at William Blair with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2017. In addition to his advisory role, he has been affiliated with Duke University since 2015. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Daniel Grant is a financial advisor at William Blair with 40 years of industry experience. He has been with William Blair & Company L.L.C. since 1995. He holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, access to private funds, and co-investment opportunities.

Brian Glynn is a Series 66 credentialed advisor at William Blair in Chicago, IL, with 12 years of industry experience. He has been with William Blair & Company since 2017 and previously worked at Foreside Fund Services, LLC and Cedar Capital, LLC. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies and offers proprietary models and access to private funds and co-investment opportunities.

David Gallacher is a CFA charterholder with 14 years of experience in the financial industry. He has worked at William Blair since 2021 and previously spent six years at Cyrus J. Lawrence LLC. Based in Los Angeles, CA, he holds Series 63 and Series 66 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Allen Abney is a financial advisor at William Blair with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of his advisory role, he is a director of a family partnership involved in real estate and oil and gas investments. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Mirjana Nikolic is a Series 66-licensed financial advisor at William Blair with 21 years of industry experience. She has been with William Blair & Co since 2008, following prior roles at Citigroup Global Markets and Citicorp Investment Services. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Daniel Furhman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at William Blair since 2018. Prior to joining William Blair, he worked at Wells Fargo Advisors LLC for nine years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models along with access to private funds and co-investment opportunities.